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CIK: 0002049470
Total reported value
$662.0M
$662.0M
146 檔
22.7%
During the Q2 2025 filing period, Brady Martz Wealth Solutions, LLC (CIK: 0002049470) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $662.0M across 146 reported positions.
Brady Martz Wealth Solutions, LLC executed strategic sector rebalancing during Q2 2025, establishing 5 new positions while fully exiting 2 holdings and trimming 22 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 9.17% | +0.55% | +73.34% | |
| 2 | SCHV | Schwab US Large-cap Value | ETF-Other | 7.47% | +0.06% | -12.11% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.85% | +0.08% | -22.02% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 4.33% | -0.29% | -17.98% | |
| 5 | VGIT | Vanguard Intermediate-term T | ETF-Other | 3.28% | -0.28% | +106.52% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.10% | -0.02% | -6.79% | |
| 7 | DFSD | Dimensional Short Duration | ETF-Other | 2.65% | -0.27% | +82.97% | |
| 8 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 2.55% | +0.07% | +99.35% | |
| 9 | IDOG | Alps International Sector Di | ETF-Other | 2.24% | -0.31% | -1.72% | |
| 10 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 2.20% | -0.29% | +43.85% | |
| 11 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 2.03% | -0.17% | -2.02% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.02% | -0.05% | +0.29% | |
| 13 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.84% | +0.13% | +59.70% | |
| 14 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.82% | +0.08% | +31.26% | |
| 15 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.81% | -0.11% | +76.61% | |
| 16 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 1.56% | -0.03% | +45.67% | |
| 17 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.50% | -0.12% | -2.06% | |
| 18 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.49% | -0.03% | -23.46% | |
| 19 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.48% | -0.02% | -1.56% | |
| 20 | DIHP | Dimensional International Hi | ETF-Other | 1.47% | -0.03% | +67.32% | |
| 21 | DFNM | Dimensional National Muni Bd | ETF-Other | 1.44% | -0.03% | +291.37% | |
| 22 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.39% | -0.10% | +1.46% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 1.30% | +0.09% | -1.80% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.19% | -0.01% | -0.65% | |
| 25 | CWI | State Street Spdr Msci Acwi | ETF-Other | 1.18% | -0.02% | +0.26% | |
| 26 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.12% | +0.02% | — | |
| 27 | FMB | First Trust Managed Municipa | ETF-Other | 1.12% | -0.10% | -9.33% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 1.04% | -0.17% | -1.21% | |
| 29 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.02% | — | -5.32% | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.99% | -0.01% | +1.40% | |
| 31 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-Other | 0.95% | -0.15% | -13.25% | |
| 32 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.85% | -0.08% | -47.87% | |
| 33 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.83% | -0.01% | -3.43% | |
| 34 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.67% | -0.01% | -2.57% | |
| 35 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.64% | +0.05% | -1.72% | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.63% | — | -1.13% | |
| 37 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.62% | -0.06% | — | |
| 38 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.60% | -0.02% | -3.32% | |
| 39 | AAPL | Apple Inc | Stock-Tech | 0.59% | +0.03% | -1.87% | |
| 40 | IDV | Ishares International Select | ETF-Other | 0.58% | -0.08% | +2.32% | |
| 41 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.55% | +0.03% | -14.88% | |
| 42 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.55% | +0.01% | +0.22% | |
| 43 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.55% | +0.04% | +131.22% | |
| 44 | MSFT | Microsoft CORP | Stock-Tech | 0.55% | -0.05% | -14.75% | |
| 45 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.53% | -0.02% | -2.08% | |
| 46 | IBM | Intl Business Machines CORP | Stock-Tech | 0.52% | — | +1.10% | |
| 47 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.50% | +0.02% | -3.70% | |
| 48 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.49% | -0.05% | -7.41% | |
| 49 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.47% | -0.01% | -5.68% | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.46% | -0.02% | -0.65% |
According to official SEC Form 13F filings, Brady Martz Wealth Solutions, LLC reported a total U.S. public equity portfolio value of $662.0M across 146 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including ITOT, SCHV, SCHG) accounted for 22.7% of total reported equity market value during Q2 2025.
Top New Position Initiated
SPTM
市值: $5.8M
Top Position Liquidated / Trimmed
JCPB
前期市值: $414.8K
During Q2 2025, Brady Martz Wealth Solutions, LLC's top holdings by market value included ITOT (9.2%)、SCHV (7.5%)、SCHG (4.8%). The largest single position, ITOT, represented 9.2% of total portfolio value.
In Q2 2025, Brady Martz Wealth Solutions, LLC made 50 total portfolio adjustments, initiating 5 new buys, adding to 21 positions, trimming 22 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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